Monthly Archives: December 2017

Retirement Plan Advisors Advantage

My newsletter geared towards retirement plan providers can be found here.

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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DOL kicks fiduciary rule enforcement until 2019

As expected, the Department of Labor (DOL) has delayed enforcement of the main provisions of the new fiduciary rule. Provisions covering exemptions for best-interest contracts and principal transactions will now go into effect July 1, 2019, along with some amendments … Continue reading

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How A Plan Provider Should Handle Employees

My latest article for JDSupra.com can be found here.

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